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Covering the Present & Future of Digital Finance

Cindy Taylor

Publisher Notes for 4/5/23

Friends, we hope you & yours enjoy a beautiful Easter holiday & if you're celebrating Passover, Happy Pesach!! In the meantime, it's been a hugely impactful week for America with so many financial implications. READ UP! Cindy Taylor, Publisher

News | Markets

"De-Dollarization" Is (Has Been) Underway
"De-Dollarization" means "we don't want your U.S. dollars anymore." The move away from the USD has been going on (quietly) for quite some time

The Week in Digital Wealth (4/5/23)
In this week's column on digital wealth the world over, we cover news from Rocket Mortgage & Visa, UNICEF & Capitolis, amongst others

Advisor Tech Talk (4/5/23)
This week in Advisor Tech Talk, we dive into the latest wealthtech industry news from Northern Trust, Penny Finance & Daffy, to name a few

Decentralized Diaries For The Week of 4/5/23
Bitcoin Remained in Positive Space at a $26k Low, Prices are Bullish at $27.9k, The NFA Introduced Digital Asset Rules & The CFTC Sued Binance

Top 5 VC Deals of the Week in Fintech (4/5/23)
This week, our top 5 VC deals in digital wealth came to us from Ledger, Eigan Labs, P97 Networks, Fetch.ai & Spiral

Podcasts

STANDARD DEVIATIONS PODCAST: Brian McLaughlin of Orion Advisor Tech
This week on the Standard Deviations Podcast, Dr. Daniel Crosby & Brian McLaughlin discuss the leadership lessons Brian brings to Orion and how he keeps his entrepreneurial drive alive in a larger organization

Rethink. Financial Advice Podcast: The Secret to Financial Advisors & CPA Collaboration
Derek Notman, Adam Holt & Paul Saganey discuss how to form relationships with CPAs to double your practice without doubling your client count

Thought Leadership

REAL CLEAR CRYPTO: Bitcoin & The ESG Angle
On one hand, institutions are buying BTC at unprecedented rates. On the other, they want to attract investors by fulfilling ESG mandates
JIFFY.ai ILLUMINATIONS: How to solve for Automation BEYOND Traditional RPA
Where there is repetitive work, technology could take tasks away from humans to make their time more valuable and productive
MARTECH MINUTES: Digital Marketing Basics Part 2 - Using Keywords to Amplify Your Content
Whether you manage your company's blog, or simply write a few blurbs for your website - paying attention to keywords is critical to your SEO
The Taylor Market Report (4/4/23)
Inflation is not dead. It's paused at an elevated level. The Easter Bunny brings colored eggs & candy, not inflation relief
BACK OFFICE HEROES: Wealth Management Operational Metrics that Matter
Successful firms and RIAs are always working to achieve operational excellence. But how do you know when you've reached it?

Curated Industry Content

Industry News:

Practice Management:

Fintech Quote of the Week

"What's the next what?"- Digital Wealth News publisher discussing the next emerging fintech trend